Team Administrator
About The Position
The Team Administrator provides executive assistant support to Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. The role includes phone coverage, calendar management, travel itinerary maintenance, expense processing, and general in-office administrative support. The successful candidate is highly organized, detail-oriented, and able to manage multiple tasks in a fast-paced, evolving environment. The Team Administrator also participates in firm initiatives, training or education programs, and special projects, and performs other duties as directed by local management.
Requirements
- High school diploma or equivalent.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Strong attention to detail and superior organizational skills.
- Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
- Effective written and verbal communication and interpersonal skills.
- Strong time-management skills.
- Ability to collaborate with others as a team player.
- Ability to work in a fast-paced, evolving environment.
- Adaptability and ability to multitask.
- Must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.
Responsibilities
- Provide administrative coverage for a Financial Advisor, Private Wealth Advisor, or team.
- Answer inbound calls and make outbound calls, including scheduling follow-up calls as needed.
- Manage calendars and coordinate meetings or events, including preparing materials, maintaining agendas, and sending calendar invitations with Zoom credentials.
- Maintain travel itineraries.
- Prepare and submit expense reports, manage reimbursements, and process expenses at the direction of the Financial Advisor or Private Wealth Advisor.
- Provide general in-office support, including copying, filing, and scanning documents.
- Participate in firm initiatives, including training or education programs, special projects, and other duties directed by local management.
Benefits
- Medical insurance
- Prescription drug coverage
- Dental insurance
- Vision insurance
- Health Savings Account
- Dependent Day Care Savings Account
- Life insurance
- Disability and other insurance plans
- Paid time off, including sick leave consistent with state and local law
- Parental leave
- 10 paid holidays
- 401(k)
- Short- and long-term disability
- Other special employee perks
- Potential eligibility for an annual discretionary incentive compensation award and relevant business unit incentive compensation plan, which may include a discretionary bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
